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Thursday, June 30, 2016

TATA INDIA TAX SAVINGS FUND

 TATA INDIA TAX SAVINGS FUND – Investment Approach

 

§ Actively managed Diversified Equity Fund

§ Portfolio consisting of fundamentally strong companies with high growth potential across sectors

§ No Market Cap bias

§ Minimum 80% Investment in equity & equity related securities

 

§ Top Down Portfolio Strategy

§ Portfolio seeks opportunities based on overall macroeconomic and sector strategy

§ Actively seeks valuation & tactical opportunities created by company specific, industry specific and market specific developments.

 

§ 'Stock Picker's Delight ' -Well Researched and Growth Oriented companies

§ Key attributes for stocks in the portfolio will be following:

§ Good management quality

§ Strong business models

§ High efficiency of capital use

§ Earnings visibility

 

§ Diligent Risk Management

§ Rigorous monitoring of Parameters like Liquidity, Sectoral exposure etc

 Performance Highlight:
 

ELSS

 

Contents

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Fund / Benchmarks

Rating

AAUM (Rs Cr)

NAV

Returns (%) and Rankings as on June 29, 2016

 

31-Mar-16

Rs

15 Days

1 Month

2 Months

3 Months

6 Months

1 Year

2 Years

 

 

 

 

Return %

Rank

Return %

Rank

Return %

Rank

Return %

Rank

Return %

Rank

Return %

Rank

Return %

Rank

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Peer Group Average / No of Funds

 

 

 

1.92

23

2.49

23

5.10

23

9.75

23

2.92

23

2.94

23

12.47

23

Peer Group Max

 

 

 

4.36

 

5.84

 

7.01

 

12.92

 

6.16

 

10.75

 

19.07

 

Peer Group Min

 

 

 

0.76

 

1.00

 

2.11

 

7.40

 

-0.46

 

-3.39

 

4.06

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Tata India Tax Savings Fund

««««

245.81

63.95

2.08

10

3.24

6

6.13

6

11.29

5

3.46

8

10.75

1

17.44

3

ICICI Prudential Long Term Equity Fund (Tax Saving)

«««

2739.59

282.46

4.36

1

5.84

1

7.01

1

12.92

1

3.86

7

8.25

2

10.67

14

DSP BlackRock Tax Saver Fund

««««

1056.13

33.95

2.12

9

2.44

11

5.99

7

11.09

6

5.91

2

6.89

3

13.90

9

Birla Sun Life Tax Relief 96

««««

1908.73

132.68

1.60

17

1.27

21

3.92

20

8.52

19

3.16

10

5.46

4

17.63

2

 
 
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Invest Rs 1,50,000 and Save Tax under Section 80C. Get Great Returns by Investing in Best Performing ELSS Mutual Funds

Top 10 Tax Saver Mutual Funds to invest in India for 2016

Best 10 ELSS Mutual Funds in india for 2016

1. BNP Paribas Long Term Equity Fund

2. Axis Tax Saver Fund

3. Franklin India TaxShield

4. ICICI Prudential Long Term Equity Fund

5. IDFC Tax Advantage (ELSS) Fund

6. Birla Sun Life Tax Relief 96

7. DSP BlackRock Tax Saver Fund

8. Reliance Tax Saver (ELSS) Fund

9. Religare Tax Plan

10. Birla Sun Life Tax Plan

Invest in Best Performing 2016 Tax Saver Mutual Funds Online

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For further information contact Prajna Capital on 94 8300 8300 by leaving a missed call

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